Learn the probate process, understand the families you serve, and build a practical system for creating probate and inherited-property business.
Not ready to choose? Start with “How Probate Works” free. It is Course 1 of the Certified Probate Expert Program.
More than 5,500 real estate professionals have earned the Certified Probate Expert designation.
See what professionals say about Probate Mastery →Both options contain the complete five-course curriculum required to become a Certified Probate Expert. The difference is how much business-development training you want included now.
Certification foundationMaster the process, people, positioning, follow-up, and business planning required to serve probate families professionally.
Complete curriculumEarn your CPE and build multiple ways to create probate conversations, referrals, appointments, clients, and a durable pipeline.
We separated every major topic into its own course so you can choose the training that fits your goals and budget. Every Probate Mastery certification bundle includes the complete five-course CPE curriculum. Individual courses can also be purchased à la carte when a smaller starting point makes more sense.
The five required courses build your professional foundation and lead to the Certified Probate Expert designation.
See the certification requirementsFour advanced business-development courses teach complete systems for prospecting, professional referrals, attorney relationships, and inbound marketing. Add one or bundle all four with your CPE Program.
Compare focused bundlesOptional à-la-carte courses solve a focused problem or add a useful skill when the opportunity becomes relevant to your business.
Browse Specialty CoursesProbate Mastery teaches the practical probate foundation and the systems professionals use to stand out, follow up, create conversations, build referral relationships, and generate business. More than 5,500 real estate professionals have earned the Certified Probate Expert designation.
Learn the stages, people, authority, family situations, and property issues that shape probate and estate administration.
Create a clear plan for positioning, follow-up, prospecting, professional relationships, attorney outreach, and inbound marketing.
Join Mastery Academy at any time for role play, accountability, coaching, office hours, and referral-network eligibility.
Read experiences from agents, investors, and Certified Probate Experts who have used Probate Mastery training and coaching.
Probate Mastery is the most comprehensive choice for real estate professionals who want more than a basic overview of probate. The five-course Certified Probate Expert Program teaches the practical probate and estate-administration process, the people involved, professional positioning, follow-up, conversion, and business planning. The Complete Probate Business System adds four advanced Growth Tracks for building a predictable pipeline.
A Certified Probate Expert is a professional trained to help families navigate the practical complexities of probate and estate administration, coordinate appropriate local services, and address property-related needs. Many CPEs are real estate agents or investors, but the designation is open to other professionals who serve families and estates. Learn more about the CPE designation.
Yes. Probate Mastery can shop established probate lead providers for the counties and states you serve, compare coverage, contact information, property data, delivery, and available pricing, then help you choose or order the strongest fit for your market.
Why come through Probate Mastery instead of comparing every provider yourself? We already understand which lead companies are typically strongest in different markets and can match their coverage and data to the way you plan to work. Every agent, investor, business, and market is different. Our provider relationships may also give customers, especially Probate Mastery members, access to better available pricing than ordering directly. Coverage and pricing still vary by county.
Getting leads is only the beginning. Knowing what to do with those leads, how to market to them, how to communicate with families, and how to turn opportunities into signed clients is what Probate Mastery training is built to teach. Request probate lead information for your market.
The five-course Certified Probate Expert Program is $597. It teaches how probate works, what clients and future clients experience, how to position your business and brand, how to nurture and convert leads, and how to build a plan for predictable success.
The Complete Probate Business System is $1,997. It includes the complete CPE Program plus four advanced business-development courses called Growth Tracks. The Growth Tracks teach complete systems for prospecting, marketing, building a professional referral network, and creating attorney relationships. Because the Complete System includes all five Core courses, it also contains everything required to earn the CPE designation.
A focused middle option is $997. Students who want more than the Core Curriculum but do not need all four Growth Tracks can pair the complete CPE Program with the one Growth Track that best fits how they want to generate business. Compare current course and bundle options.
Yes. Core Curriculum courses, Growth Tracks, and Specialty Courses can be purchased à la carte when you want to begin with one topic. One individual course does not earn the Certified Probate Expert designation. Every certification bundle contains the complete five-course Core Curriculum. Browse individual courses.
Yes. You may join Mastery Academy before, during, or after your coursework. Mastery Academy is a separate $97 monthly small-group coaching membership for role play, accountability, implementation support, office hours, and eligibility for referral opportunities. The structured course library is purchased separately. Explore Mastery Academy.
